Page 5 - Profile's Unit Trusts and Collective Investments 2021 issue 2

Make the offshore investment

journey as smooth as possible

By: Natalie Harrison, Global Fund Specialist at Momentum Collective Investments

There is a great deal of publicity regarding the importance of diversifying your investments
offshore, and rightly so. Not only does it provide protection against political risk, economic risk and
a weakening rand, but importantly, it also provides access to a greater investment opportunity set
– access to economies at different stages of the economic cycle; to industries underrepresented in
South Africa; to large multinational companies and future disrupters; and access to greater asset
class types.
But while the thought of accessing this enlarged opportunity set is exciting, it also comes with
plenty of questions:

• How do I access the various investment options?
• How do I manage volatility?
• How should I position my portfolio – value versus growth companies, emerging versus
developed markets, risk assets versus safe havens?
• How do I navigate all the mixed economic messages in the media?

The offshore landscape can seem daunting, but it doesn’t have to be. The key is to partner with
an investment manager that takes the ‘guess work’ out of achieving your clients’ international
investment goals - a seasoned allocator capable of looking through the noise and building globally
diversified solutions that have consistently delivered on their return objectives over time.
Momentum Global Investment Management

Momentum Global Investment Management, Momentum Investments’ international investment
management division with $6.6bn assets under management (June 2021), create and manage
multi-asset portfolios for clients around the world. Through our outcome-based investing
philosophy, our portfolios are optimally designed to deliver absolute returns over specific
investment time horizons while making the personal investment journey for your clients as
palatable as possible.
Core to the success of our approach and the delivery on our return objectives is our:
• research and asset allocation process
• in-depth understanding and use of multiple asset classes
• selection of the best global investment managers in each asset class
• balanced blend of growth, value and quality investment styles
• tried-and-tested risk management process
• well-resourced and stable investment team.